Advisor at Harmony Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harmony Asset Management LLC
Location
Yulee, FL
Credentials
Series 65
Industry experience
7 years
Hairold Lopez is a financial advisor at Harmony Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation and Phillips 66. Outside of advising, he manages Yulee Health LLC, a medical device sales business. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models.
Based on Harmony Asset Management LLC
Based on Harmony Asset Management LLC
Financial planning one-time fees starting at $5,000; Harmony Wealth Academy programs range from $97 to $5,000
$0 - $500,000: 2.00% $501,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.65% Above $3,000,000+: Negotiable
Certain advisory professionals receive commissions for insurance product sales
Additional financial planning work charged at $300/hour
Harmony Wealth Academy program fees ranging from $97 to $5,000 per program
Account minimum: $500,000 Fee-only: Financial planning fees typically start at $5,000 (one-time negotiated fee); additional hourly work charged at $300/hour
Yulee, FL
Arizona · Florida
Intel Corporation
2018 - 2024 (6 years)
Harmony Asset Management
2018 - Present (8 years)
Unemployed
2017 - 2018 (1 year)
Intel Corporation
2017 - 2017 (1 year)
Thunderbird School of Global Management
2016 - 2017 (1 year)
Phillips 66
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Yulee, FL
Advanced Financial Strategists Inc
Series 63, Series 66
Fernandina Beach, FL
TBCPA, Inc.
Series 63
Amelia Island, FL
Hall Capital Management Company, Inc.
Series 63, Series 65
Fernandina Beach, FL
The Commonwealth Group LLC
Series 63, Series 65
Yulee, FL
Ministry Partners Securities, LLC
Series 63, Series 65
Saint Marys, GA
Thayer Partners LLC
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